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DBL

DoubleLine Opportunistic Credit Fund

66 hedge funds and large institutions have $156M invested in DoubleLine Opportunistic Credit Fund in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

5% less capital invested

Capital invested by funds: $165M → $156M (-$8.78M)

6% less funds holding

Funds holding: 7066 (-4)

13.85% less ownership

Funds ownership: 69.74%55.89% (-14%)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
66
Holders Change
-4
Holders Change %
-5.71%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
28
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
$165K +$166K +10,800 New
PWAM
52
Papamarkou Wellner Asset Management
New York
$160K +$162K +10,500 New
TWC
53
TD Waterhouse Canada
Ontario, Canada
$83.7K
Comerica Bank
54
Comerica Bank
Texas
$57.2K -$262K -17,027 -82%
GSWM
55
Golden State Wealth Management
California
$34K -$28.8K -1,871 -46%
PWA
56
Principia Wealth Advisory
Texas
$30.5K
MAS
57
MPWM Advisory Solutions
Georgia
$30.5K
MAM
58
Morse Asset Management
Connecticut
$27.2K +$570 +37 +2%
JFA
59
JNBA Financial Advisors
Minnesota
$16.1K
Jones Financial Companies
60
Jones Financial Companies
Missouri
$10.3K +$10.4K +673 New
CA
61
CoreCap Advisors
Michigan
$7.63K
CIA
62
Cape Investment Advisory
Georgia
$7.34K +$7.41K +481 New
NS
63
NBC Securities
Alabama
$6.5K
HWP
64
Highline Wealth Partners
California
$6.1K
IA
65
IFP Advisors
Florida
$2.38K
FHA
66
Flagship Harbor Advisors
Massachusetts
$1.71K +$1.73K +112 New
PAMP
67
Polar Asset Management Partners
Ontario, Canada
-$2.59M -166,458 Closed
CPRC
68
Consolidated Portfolio Review Corp
New York
-$2.35M -150,666 Closed
IAIM
69
International Assets Investment Management
Florida
-$2.17M -140,546 Closed
MTC
70
Matrix Trust Company
Colorado
-$736K -47,777 Closed
SFS
71
Shaker Financial Services
Virginia
-$445K -28,537 Closed
Kovitz Investment Group Partners
72
Kovitz Investment Group Partners
Illinois
-$168K -10,800 Closed
BCP
73
Blackhawk Capital Partners
Wisconsin
-$163K -10,450 Closed
AAS
74
Ameritas Advisory Services
Nebraska
-$45.1K -2,894 Closed
NWMP
75
Noble Wealth Management PBC
Colorado
-$11.8K -760 Closed